A complete list of active advisors currently associated with Paragon Wealth Management

Warmer can help you find a great advisor at Paragon Wealth Management or one who fits your needs even better.

Paragon Wealth Management provides investment supervisory services and financial planning to individuals, retirement plans, trusts, estates and business entities on both discretionary and non-discretionary bases. The firm constructs portfolios using exchange-traded funds, individual equities, mutual funds, government and corporate fixed income, and also licenses its asset allocation model to other advisors. Paragon relies on proprietary quantitative models to set market exposure and combines fundamental, technical and cyclical analysis to select asset classes and sectors, with ongoing reviews and rebalancing as needed. The brochure discloses an active trading style that can include concentrated positions and the use of complex instruments such as leveraged/inverse and buffer ETFs and structured notes, and notes the firm’s use of AI tools alongside related cybersecurity and AI risks. A distinctive aspect of Paragon’s business is its management of privately offered pooled vehicles — including two Delaware limited partnership funds — and the use of performance-based compensation arrangements for those funds. The firm discloses that it may solicit client investments into those funds, may waive advisory fees on invested assets, and oversees custodial arrangements and annual audits for the funds, which differentiates its practice from many peers.

To learn more about the advisors currently working at Paragon Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.